AWM
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Atticus Wealth Management’s Workday WDAY Stock Holding History

Atticus Wealth Management’s Portfolio WDAY Stock Details WDAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1
Closed -$240 – 641
2025
Q2 		$240 Hold
1
– – ﹤0.01% 665
2025
Q1 		$234 Hold
1
– – ﹤0.01% 493
2024
Q4 		$259 Sell
1
-65
-98% -$16.6K ﹤0.01% 509
2024
Q3 		$16.1K Hold
66
– – 0.01% 352
2024
Q2 		$14.8K Sell
66
-9
-12% -$2.17K ﹤0.01% 344
2024
Q1 		$20.5K Sell
75
-144
-66% -$41K 0.01% 320
2023
Q4 		$60.5K Sell
219
-83
-27% -$19.8K 0.02% 225
2023
Q3 		$64.9K Sell
302
-14
-4% -$3.25K 0.02% 217
2023
Q2 		$71.4K Buy
316
+196
+163% +$39.3K 0.03% 218
2023
Q1 		$24.8K Buy
+120
New +$21.8K 0.01% 305

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return